Salesforce Send Email before Expiration Date

Question

I would like to send email notification to Clients 1day before it's 30Days Trial Subscription ends based on the CreatedDate. Any suggestions would be appreciated. Thank you!

Answer 1

Create an Workflow Rule and setup an Email Alert. You can create the Workflow Rule based off of a date and have it send an email template.

Answer 2

Create a Time-Dependent Workflow Action on a workflow rule when the record is created. The Time-Dependent Workflow Actions should be based on the Subscription End Date and should be 31 Days Before Subscription End Date. That way you don't have to worry about it. It'll just happen.

You can always look up pending actions in the Time-Based Workflow page in the setup area

In your question you mentioned the Created Date, if the Subscription end date is a fixed date from the created date that just factor that into the days before, but I think a separate end date gives more flexibility for scenarios such as extending a subscription.